AWS
FDLO icon

Atria Wealth Solutions’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Atria Wealth Solutions’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$556K Sell
8,861
-841
-9% -$50.5K 0.01% 870
2025
Q1 		$588K Buy
9,702
+2,020
+26% +$124K 0.01% 1125
2024
Q4 		$465K Buy
7,682
+1,575
+26% +$97.2K 0.01% 1311
2024
Q3 		$375K Buy
6,107
+1,615
+36% +$95.3K ﹤0.01% 1385
2024
Q2 		$256K Buy
+4,492
New +$250K ﹤0.01% 1607

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CDWM
Campbell Deegan Wealth Management Richmond, Virginia $125M AUM 12.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return